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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $211,575 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $25,121 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,129 | $62,324+17.3% | $68,509+6.7% | $55,191+32.5% |
| Participation rate | 99.5% | 78.9%+20.6pp | 74.7%+24.8pp | 69.2%+30.3pp |
| Annual return | -0.13% | 4.26%-4.4pp | 8.27%-8.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $6,202 | $2,223+179.0% | $2,278+172.3% | $1,899+226.6% |
| Participant deferral / active EE | $5,862 | $3,425+71.1% | $3,382+73.3% | $3,046+92.4% |
| Admin fee / account holder | $270 | $91+195.2% | $5,275-94.9% | $91+197.1% |